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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,291 | $165,399-84.1% | $149,745-82.4% | $158,982-83.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 29.16% | 348.34%-319.2pp | 276.72%-247.6pp | 302.99%-273.8pp |
| Employer contribution / active EE | $556 | $5,105-89.1% | $4,646-88.0% | $4,763-88.3% |
| Participant deferral / active EE | $3,391 | $7,183-52.8% | $6,843-50.4% | $5,983-43.3% |
| Admin fee / account holder | $1,258 | $10,811-88.4% | $9,312-86.5% | $11,252-88.8% |